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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INS. CO. OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,314 |
VALMARK ADVISERS INC8 years Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $36,845 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $3,695 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,575 |
VALMARK ADVISERS INC8 years Filed as: VALMARK SECURITES INC. Service code 55 130 SPRINGSIDE DR. · ARKON, OH 44333 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,930 | $88,672-65.1% | $105,223-70.6% | $82,448-62.5% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.8pp | 68.1%-6.8pp |
| Annual return | 3.46% | 30.86%-27.4pp | 180.65%-177.2pp | 41.64%-38.2pp |
| Employer contribution / active EE | $1,769 | $3,048-42.0% | $3,689-52.0% | $2,551-30.7% |
| Participant deferral / active EE | $3,946 | $4,036-2.2% | $5,072-22.2% | $4,139-4.7% |
| Admin fee / account holder | $325 | $7,146-95.4% | $8,859-96.3% | $7,234-95.5% |